Bill McGavock
Financial Adviser at Catalyst Financial- Claim this Profile
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Bio
Experience
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Opes Mortgages
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New Zealand
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Aug 2022 - Present
My role is protecting my client's futures. You've got a dream- together let's ensure it happens. I'm on your side when it comes to assessing what you need to protect your assets and income. We'll work together to discover your needs and simplify the process without a lot of jargon, I speak your language. I'm not interested in "selling" you anything. I'll work with you until you are happy to proceed if it's appropriate. I strive to give you the best possible service and I'm backed up by an exceptional team on a mission to help our clients become financial free and plan for any challenges along the way. Show less
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The Money Men
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New Zealand
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Jan 2022 - Aug 2022
I'm in the business of protecting families' futures. I'm on your side when it comes to assessing what you require to protect your assets and income . I work with you to assess your needs and simplify the process without a lot of jargon. I speak your language. Ultimately I'm on your side- I'm not interested in "selling" you anything. I'll work with you until you are happy to proceed if that's appropriate. My passion is to give you the best possible service and I'm backed up by an exceptional company committed to helping Kiwis be better with money and improve the financial literacy of New Zealanders. Show less
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Assetwise NZ
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Ellerslie- Auckland
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Financial Advisor
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Jan 2017 - Aug 2022
Committed to helping protect your future Committed to helping protect your future
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Auckland Isuzu
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Greenlane- Auckland
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Vehicle Consultant
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Aug 2016 - Jan 2017
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Client Manager
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Jul 2013 - May 2014
I Educate; and Design and Implement Investment Strategies to have people be financially free, when they want to and with the lifestyle they want through trusted and reliable Investment options. In a nutshell I assist my clients to make their dreams come true. I Educate; and Design and Implement Investment Strategies to have people be financially free, when they want to and with the lifestyle they want through trusted and reliable Investment options. In a nutshell I assist my clients to make their dreams come true.
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Key Account Manager
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Sep 1999 - Jul 2012
Maintain quality supply of superior products and services, prospect for new business. Maintain quality supply of superior products and services, prospect for new business.
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Education
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Open Polytechnic of New Zealand
NZ Certificate in Financial Services (Level 5) with Life, Disability & Health strand, Insurance -
Rotorua Boys High School
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Rotorua Boys High School